Endowment Wealth Management, Inc. IBHE Holdings History
Endowment Wealth Management, Inc.'s iShares iBonds 2025 Term High Yield and Income ETF Holding Summary
As of 2025-03-31, Endowment Wealth Management, Inc. held 63,873.00 shares of iShares iBonds 2025 Term High Yield and Income ETF(IBHE), totaling $1.48 Mil. This investment constitutes 0.96% of their stock portfolio, and Endowment Wealth Management, Inc. now holds 0.26% of the outstanding iShares iBonds 2025 Term High Yield and Income ETF(IBHE) stock.
The initial trade took place in 2024Q4. And since then Endowment Wealth Management, Inc. has made 2 purchases of IBHE, at an average price of $23.22, for a total of 63,873.00 shares. Based on historical transaction data and IBHE's current price of $23.19, Endowment Wealth Management, Inc.'s estimated gain on his IBHE holdings is $-2,184.32, reflecting a -0.15% gain to date.
Endowment Wealth Management, Inc. IBHE ($23.19) Holding Chart
Endowment Wealth Management, Inc. IBHE ($23.19) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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